Hedge Fund - SW Investment Management

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No. Security Ticker Shares Value Activity % Port History
1. AMKR 1,350,000 $54,027,000 -19% 17.18%
2. SKYW 600,000 $49,242,000 +14% 15.66%
3.
Ubiquiti Inc
300,000 $43,698,000 +10% 13.89%
4. NET 400,000 $33,132,000 10.53%
5. GRMN 170,000 $27,696,400 -23% 8.8%